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Workspace Team Setup/Manage

How to set up your workspace team and users. Work as a team to manage groups, companies, and clients.

Workspace Owners can manage the billing, add new users to the workspace, assign secondary admin access, manage consolidation settings, change a user to a client or a client to a user, and transfer workspace ownership to a different user.

Secondary Admins can do everything the workspace owner can, except manage billing or remove the workspace owner.

Users have the same permissions as the workspace owner, but cannot see billing settings, manage consolidation settings, change a user to a client or a client to a user, transfer workspace ownership, or add new users to the workspace.

Clients can only see what is shared in the client portal. They will have no edit abilities, except for budgets/forecasts (if uploaded to the client portal with edit access).

 

The purpose of a Workspace is to allow you to have a clearer and easier understanding of which firm you are working in.  

Once in your Workspace, you will see an enhanced user experience that allows for easier management of your clients.  You can upload logos for each client right away by clicking on the client's name.  

Set up your Workspace by clicking the gear icon in the upper right corner of the Workspace.  This is only viewable by the Workspace Owner. 

Within the Workspace Settings the Workspace Owner can:

  • Set the workspace name
  • Download a list of companies connected
  • Add workspace members
  • Set the workspace’s default logo and theme
  • Require Two-Factor Authentication (2FA) for all users and clients
  • Enable the AI Enhanced Reporting feature
  • Delete the workspace

The Workspace Owner must add all Team Members that you want to have access to a group of companies or a single company. The Workspace Owner must first click the gear icon and add all Team Members, and then they can give access to the Groups.

Groups are where you add team members assigned to manage a specific group of clients.  Groups allow you to segment the companies at your firm the way you want.

To add a Team Member to a group, click the Group Access button on any folder. These team members can then add companies to the group to which they have access.


To add a Team Member to a single company, click the company name, and it will expand, then click "Additional Users" to add them. This will show up in their Shared with me folder. The shared folder is only used when an individual company is shared with you.  


Team Members can add and manage client connections. They can also add additional Users and add Clients to the Client Portal. 

Note: Clients are added separately to each company to give them access to the client portal. Check out this Knowledge Center article for more on the Client Portal.

Once the workspace owner adds all of the team members, then each team member will only be able to view the groups and individual companies they have access to.

All Team Members can:

  1. Create New Groups/Folders
  2. Connect/Manage companies
  3. Allow other team members who have already been added by the Workspace Owner to access a group or a single company

Secondary Admin Permissions

You can add secondary admin permissions by clicking the gear next to the user's name and selecting "Make Secondary Admin".

A secondary admin can do everything the workspace owner can, except manage billing or remove the workspace owner.

Creating a New Group

Under your current group list, click on "New Group" and start typing.  Hit "Enter" or "Return" on your keyboard when done, and this will create the group. 

Deleting/Renaming a Group

In order to delete a group, click on the gear icon once all companies have been removed from that group.  You cannot delete the "Shared with me" group. 

Billing and Subscription

Billing is still tied to the Owner of the Workspace.  Only they can see the Workspace Settings.  

To access the billing, the Workspace Owner can click the 3 stacked lines in the top right corner of the workspace and then click the “Billing/Plan” setting. They will be able to update billing information and download invoices. 

Check out these Knowledge Center articles for more on Understanding Your Monthly and Annual Billing Cycles and How to Manage Your Billling.

 

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